Advisor Profile

Monica is a Senior Director of Wealth Management at Choreo in Charlotte, North Carolina, with extensive experience in tax, finance, and wealth management. She specializes in helping high-net-worth individuals, multi-generational families, and business owners develop personalized financial strategies that align with their values, motivations, and long-term goals.

With a diverse background spanning real estate, professional services, business valuation, and distribution planning, Monica seamlessly integrates tax and estate planning into the broader financial planning process. She enjoys solving complex financial challenges, helping clients identify their passions, and crafting strategic plans to achieve their short- and long-term objectives.

Monica began her career in the tax department at GreerWalker, after earning her accounting degree from Queens University. She loves to travel and credits her optimistic attitude and strong work ethic to her experiences on mission trips to Malawi, Africa where she helped build Habitat for Humanity homes.

Beyond her professional role, Monica is deeply engaged in her community. She serves on the Queens Estate Planners Day Committee and volunteers as a parent supporter for the Providence Day School Annual Fund. A proud mother of three boys, Monica and her husband call Charlotte home.

PROFESSIONAL AFFILIATIONS AND DESIGNATIONS

• Certified Public Accountant, North Carolina
• Certified Exit Planning Advisor (CEPA)
• personal Financial Specialist (PFS)
• Registered Life Planner (RLP®)

EDUCATION

• Bachelor of Arts, Queens University